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OKABENA INVESTMENT SERVICES INC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OKABENA INVESTMENT SERVICES INC on CRM, newest first. How the timeline and the estimate are built.

OKABENA INVESTMENT SERVICES INC held 7,018 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,018 shares
    Change vs previous 13F -73 shares

    0.2% of the 13F portfolio, value $1,099,440.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,091 shares
    Change vs previous 13F +482 shares

    0.26% of the 13F portfolio, value $1,323,677.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,609 shares
    Change vs previous 13F -182 shares

    0.33% of the 13F portfolio, value $1,750,790.

    13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,791 shares
    Change vs previous 13F +1,718 shares

    0.31% of the 13F portfolio, value $1,609,467.

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,073 shares
    Change vs previous 13F -1,032 shares

    0.31% of the 13F portfolio, value $1,383,356.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,105 shares
    Change vs previous 13F -1,908 shares

    0.41% of the 13F portfolio, value $1,638,338.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,013 shares
    Change vs previous 13F +994 shares

    0.74% of the 13F portfolio, value $2,678,986.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,019 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,921,170.

    13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).